Build a report

Reports are structured data exports built from a query against one of your connected data sources. Unlike dashboards, reports focus on tabular output—useful for sharing raw numbers, generating audit trails, or feeding downstream processes.

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Create a report

1. Go to Analytics → Reports → New report.
2. Give the report a descriptive name.
3. Select a data source.
4. In the query builder, choose the columns to include.

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Select and configure columns

Click Add column and select a field from your data source. For each column you can:

• Rename the display header without changing the underlying field name.
• Apply an aggregation (sum, count, average, min, max) if the column is numeric.
• Format the output (number of decimal places, date format, currency symbol).

Drag columns to reorder them in the output.

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Apply filters

Filters restrict the rows included in the report. To add a filter:

1. Click Add filter in the filter panel.
2. Select a field, an operator, and a value.
3. Add as many filters as needed—they are combined with AND logic by default.

For OR logic, click Switch to OR to change how filters are combined within a group.

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Group and sort

Grouping collapses rows that share the same value in a field, combining their metrics through aggregation. Sorting orders output rows. Click a column header to sort ascending, click again to sort descending. You can sort by multiple columns by holding Shift while clicking.

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Preview and save

Click Preview to run the report against a sample of your data before saving. Once satisfied, click Save report. The report is now available in your Reports library and can be scheduled for delivery.